Betterment LLC
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-15
- Total Holdings
- 458
- Total Value
- 42152584
- Accession Number
- 0001633901-25-000006
- Form Type
- 13F-HR
- CIK
- 0001633901
- Manager Name
- Betterment LLC
Data Enrichment
34% identified156 identified302 unidentified
Holdings
458 positions
Manager:
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Page 21 of 23
14020G101
Shares:
8862(+4.8%)
Value:
$304.0K(-3.2%)
33939L407
Shares:
7795(+7.8%)
Value:
$303.0K(+15.2%)
46429B663
Shares:
2486(-1.4%)
Value:
$301.0K(+6.4%)
33739Q200
Shares:
5993(+17.9%)
Value:
$295.0K(+19.4%)
00214Q104
Shares:
6181(-6.8%)
Value:
$294.0K(-21.8%)
88636J105
Shares:
17214(+0.2%)
Value:
$292.0K(+1.4%)
33733E823
Shares:
9581
Value:
$285.0K
81369Y704
Shares:
2169(-1.6%)
Value:
$284.0K(-2.4%)
33738D408
Shares:
6860(+33.8%)
Value:
$282.0K(+33.0%)
26923N108
Shares:
6535(-3.4%)
Value:
$280.0K(-5.4%)
38149W622
Shares:
5980(+2.8%)
Value:
$279.0K(-3.1%)
92647N527
Shares:
5817(-12.8%)
Value:
$273.0K(-11.1%)
46434V647
Shares:
11035(+5.3%)
Value:
$268.0K(+6.8%)
74348A467
Shares:
2610(-28.6%)
Value:
$267.0K(-26.6%)
78464A656
Shares:
9988
Value:
$263.0K
45782C797
Shares:
6707(-9.7%)
Value:
$261.0K(-11.2%)
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
(cusip14020G101)✕ | 8.9K | QoQ +4.76% (-403)YoY +3.90% (+333) | All Managers (Combined) | $304.0K | QoQ -3.18% (-$0)YoY +11.35% (+$0) |
(cusip33939L407)✕ | 7.8K | QoQ +7.82% (+566)YoY NEW(+7.8K) | All Managers (Combined) | $303.0K | QoQ +15.20% (+$0)YoY NEW(+$0) |
(cusip46429B663)✕ | 2.5K | QoQ -1.38% (-35)YoY NEW(+2.5K) | All Managers (Combined) | $301.0K | QoQ +6.36% (-$0)YoY NEW(+$0) |
(cusip33739Q200)✕ | 6.0K | YoY NEW(+6.0K) | All Managers (Combined) | $295.0K | QoQ +19.43% (+$0)YoY NEW(+$0) |
(cusip00214Q104)✕ | 6.2K | All Managers (Combined) | $294.0K | QoQ -21.80% (-$0)YoY -35.80% (-$0) | |
(cusip88636J105)✕ | 17.2K | QoQ +0.23% (+41)YoY NEW(+17.2K) | All Managers (Combined) | $292.0K | QoQ +1.38% (+$0)YoY NEW(+$0) |
(cusip33733E823)✕ | 9.6K | QoQ NEW(+9.6K) YoY NEW(+9.6K) | All Managers (Combined) | $285.0K | QoQ NEW(+$0) YoY NEW(+$0) |
(cusip81369Y704)✕ | 2.2K | QoQ -1.63% (-36)YoY +6.79% (+138) | All Managers (Combined) | $284.0K | QoQ -2.40% (-$0)YoY +10.93% (+$0) |
(cusip33738D408)✕ | 6.9K | YoY NEW(+6.9K) | All Managers (Combined) | $282.0K | QoQ +33.01% (+$0)YoY NEW(+$0) |
(cusip26923N108)✕ | 6.5K | QoQ -3.39% (-230)YoY NEW(+6.5K) | All Managers (Combined) | $280.0K | QoQ -5.40% (-$0)YoY NEW(+$0) |
(cusip38149W622)✕ | 6.0K | QoQ +2.80% (-163)YoY NEW(+6.0K) | All Managers (Combined) | $279.0K | QoQ -3.12% (-$0)YoY NEW(+$0) |
(cusip92647N527)✕ | 5.8K | YoY NEW(+5.8K) | All Managers (Combined) | $273.0K | QoQ -11.07% (-$0)YoY NEW(+$0) |
| 961 | QoQ -0.20% (-2)YoY NEW(+961) | All Managers (Combined) | $272.0K | QoQ +17.74% (-$0)YoY NEW(+$0) | |
(cusip46434V647)✕ | 11.0K | QoQ +5.26% (+552)YoY NEW(+11.0K) | All Managers (Combined) | $268.0K | QoQ +6.77% (+$0)YoY NEW(+$0) |
(cusip74348A467)✕ | 2.6K | YoY NEW(+2.6K) | All Managers (Combined) | $267.0K | QoQ -26.64% (-$0)YoY NEW(+$0) |
| 1.6K | QoQ NEW(+1.6K) YoY NEW(+1.6K) | All Managers (Combined) | $265.0K | QoQ NEW(+$0) YoY NEW(+$0) | |
(cusip78464A656)✕ | 10.0K | QoQ NEW(+10.0K) YoY NEW(+10.0K) | All Managers (Combined) | $263.0K | QoQ NEW(+$0) YoY NEW(+$0) |
Comcast Corp(CMCSAcusip20030N101) | 7.1K | All Managers (Combined) | $262.0K | QoQ -4.72% (-$0)YoY -53.79% (-$0) | |
(cusip45782C797)✕ | 6.7K | All Managers (Combined) | $261.0K | QoQ -11.22% (-$0)YoY -35.23% (-$0) | |
| 11.9K | QoQ NEW(+11.9K) YoY NEW(+11.9K) | All Managers (Combined) | $259.0K | QoQ NEW(+$0) YoY NEW(+$0) |